Self Assessment for sole traders, landlords and directors
We prepare your return from your records, explain what you owe and when, and file it with HMRC ahead of the deadline.
What's included
Return preparation
Income from self-employment, employment, rental property, dividends, interest and other sources brought into one return.
Tax calculation
We work out the tax and National Insurance due and explain the figure before you pay it.
Payments on account
We tell you how much to set aside for each payment on account and when it falls due, so January and July hold no surprises.
Expenses and allowances
We check what you can claim and keep the workings behind each figure.
Filing with HMRC
The return is submitted online once you have approved the figures, and the confirmation is sent to you.
First-time registration
Registering with HMRC if you have recently started trading or letting property.
Who this is for
Sole traders and freelancers
Trading income and allowable expenses turned into a correct return.
Landlords
Rental income reported alongside any other income you have.
Directors and employees with extra income
Dividends, side income and anything else PAYE does not cover.
What we need from you
Send what you have. If anything is missing, we tell you exactly what to send.
- Your UTR and National Insurance number
- Income records: invoices, bank statements or your accounting software
- Expense records, or a bookkeeping file we can read
- P60 or payslip details, dividend vouchers and interest certificates where they apply
- Details of any rental or overseas income
Common questions
Straight answers to what clients usually ask about this service.
When is the Self Assessment deadline?
The online return and any tax owed are due by 31 January after the tax year ends. The tax year runs from 6 April to 5 April. A paper return has an earlier deadline of 31 October. Late filing and late payment each carry their own HMRC charges, so we work backwards from the deadline.
Do I need to file a return if I already pay tax through PAYE?
Not always. You may still need one if you have self-employment income, rental income or other income that is not taxed at source, or if your income is above certain levels. Send us a summary of your income and we will tell you whether a return is required.
Can you file returns for earlier years?
Yes. We can prepare and file returns for previous tax years and explain any penalties HMRC has charged. The sooner we start, the less interest and penalty builds up.
Need help with Self Assessment?
Tell us about your situation and we will reply within one business day with a clear quote, or the questions we need answered first.